Need some help with your accounting? Zapier can automate your workflow from start to finish so you can stay focused on shipping those orders.
This Multi-Step Shopify-FreshBooks integration will watch for any new Shopify orders: any new one will trigger the Zap, searching for a matching client on FreshBooks. If one is found, an invoice will be created for them; otherwise, a new client and invoice will be created automatically.
How It Works
A new order is paid on Shopify
Automatic Zapier Actions:
- A FreshBooks client is found or created automatically
- A new invoice is created for them on FreshBooks
What You Need
- Shopify account
- FreshBooks account
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Triggers when a new client is added.
Create a new project automatically.
Triggers when a new invoice is created (with line item support).
Create a new client automatically.
Triggers when a new payment is created.
Create an invoice, and optionally send it (with line item support).
Triggers when a new customer is added to your Shopify account.
Creates a new customer.
Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded (with line item support).
Creates a new product.